by Research | Sep 28, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Down On The Corner – Global Polymer Prices Have Mostly Reset To Pre-Covid Levels, Costs Have Not Key Points: Global polymers and many other commodity chemicals have mostly fallen back to pre-covid levels. However, producer margins remain... 
by Research | Sep 25, 2022 | Sunday Thematic & Weekly Recap
C-MACC Sunday Thematic & Weekly Recap 136 Shirking Responsibility Is Not A Strategy, And Will Solve Nothing We are critical of the Bloomberg “no chemical investment” initiative as, unusually for Bloomberg, it shirks environmental responsibility in our... 
by Research | Sep 21, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) The Power (and Constraints) of Power – Why Transition Matters The ultra-clean solutions for transport fuels, chemicals, plastics, other industrial processes, and indoor temperature control need vast quantities of... 
by Research | Sep 15, 2022 | ESG, Recycling, & Climate, Monthly Thematic Piece
C-MACC Weekly “CRETER” (Climate etc.) Biofuels are hitting the headlines – important but no panacea The future is bright for biofuels, but these fuels will not allow airlines to meet demand targets. The math around production does not work – inputs will... 
by Research | Sep 13, 2022 | Daily Chemical Reactions
Daily Chemical Reaction Breaking Bad – 2H22 Chemical Sector Profit Views Poised To Tumble, Agriculture Sector Ready To Rumble Key Points: Eastman cuts its 3Q22 EPS target to a level 20% below the consensus view – we flag our research, Too Drunk To Drive – 2H22...